Purchases and Sales Made in Q3 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-850- 53.7% |
$171K - $191K
|
733
$153K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-859- 13.62% |
$173K - $193K
|
5.45K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-862- 20.36% |
$173K - $194K
|
3.37K
$705K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-866- 7.56% |
$174K - $195K
|
10.6K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-870- 21.26% |
$175K - $195K
|
3.22K
$674K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-872- 2.19% |
$175K - $196K
|
38.9K
$8.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-893- 1.76% |
$179K - $201K
|
50K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-900- 3.91% |
$181K - $202K
|
22.1K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-904- 7.5% |
$182K - $203K
|
11.2K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-905- 86.85% |
$182K - $203K
|
137
$28.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-905- 3.37% |
$182K - $203K
|
25.9K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-905- 4.9% |
$182K - $203K
|
17.6K
$3.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-914- 35.98% |
$184K - $205K
|
1.63K
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-915- 10.8% |
$184K - $206K
|
7.56K
$1.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-916- 9.56% |
$184K - $206K
|
8.66K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-924- 25.29% |
$186K - $208K
|
2.73K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-932- 6.91% |
$187K - $209K
|
12.6K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-946- 0.92% |
$190K - $212K
|
102K
$21.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-957- 5.02% |
$192K - $215K
|
18.1K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-958- 3.33% |
$192K - $215K
|
27.8K
$5.81M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-970- 9.88% |
$195K - $218K
|
8.85K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-976- 8.91% |
$196K - $219K
|
9.98K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-985- 13.75% |
$198K - $221K
|
6.18K
$1.29M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 4.5% |
$204K - $228K
|
21.5K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.02K- 10.69% |
$205K - $230K
|
8.54K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.07K- 8.34% |
$214K - $239K
|
11.7K
$2.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.07K- 3.52% |
$215K - $241K
|
29.4K
$6.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.08K- 21.17% |
$217K - $242K
|
4.02K
$840K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 40.55% |
$219K - $245K
|
1.6K
$334K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.11K- 2.7% |
$223K - $249K
|
39.9K
$8.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 30.32% |
$226K - $253K
|
2.59K
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.62% |
$230K - $258K
|
185K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.15K- 51.41% |
$231K - $259K
|
1.09K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.16K- 18.22% |
$232K - $260K
|
5.19K
$1.09M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.17K- 33.69% |
$236K - $264K
|
2.31K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 8.81% |
$237K - $265K
|
12.2K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.19K- 17.8% |
$239K - $267K
|
5.5K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.2K- 3.21% |
$240K - $268K
|
36K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.2K- 39.41% |
$240K - $268K
|
1.84K
$384K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.2K- 4.3% |
$241K - $269K
|
26.7K
$5.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.21K- 1.06% |
$243K - $271K
|
113K
$23.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.21K- 4.66% |
$243K - $272K
|
24.7K
$5.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1.24K- 2.71% |
$248K - $278K
|
44.3K
$9.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.25K- 6.27% |
$251K - $281K
|
18.7K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.25K- 1.44% |
$252K - $281K
|
85.5K
$17.9M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.25K- 1.44% |
$252K - $281K
|
85.5K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 0.2% |
$255K - $285K
|
621K
$130M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.28K- 1.78% |
$257K - $287K
|
70.6K
$14.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.29K- 2.02% |
$258K - $289K
|
62.4K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 42.45% |
$262K - $292K
|
1.77K
$369K
|